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Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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Latest News about CL/1
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Oil prices extend pullback as traders await OPEC+ meeting
November 27, 2023
Tags
CLF24
UK:BRNG24
CL00
From
MarketWatch
Brent crude edges higher as traders look ahead to delayed OPEC+ meeting
November 24, 2023
Tags
RBZ23
UK:BRNF24
UK:BRN00
From
MarketWatch
Buy stocks ahead of 2024 rate cuts, because once they start it’s less great, says strategist
November 24, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
GME
TSLA
GC00
From
MarketWatch
Oil prices extend losses as investors unease grows amid OPEC+ speculation
November 23, 2023
Tags
CLF24
UK:BRNF24
CL/1
From
MarketWatch
OPEC+ meeting postponement raises talk of a ‘rift’ among oil producers
November 22, 2023
Tags
CL/1
UK:BRNF24
UK:BRN00
From
MarketWatch
Oil prices pull back on report OPEC+ meeting could be delayed as investors await U.S. supply data
November 22, 2023
Tags
UK:BRNF24
UK:BRN00
CL/1
From
MarketWatch
Here’s what OPEC+ may do Sunday to keep ‘broad balance’ in the oil market
November 22, 2023
Tags
UK:BRN00
UK:BRNF24
CL/1
From
MarketWatch
A dip-buying year awaits investors in 2024 as S&P 500 finds ‘true bottom,’ says this Wall Street bank.
November 21, 2023
Tickers
AAPL
ADSK
AMC
AMZN
Tags
MSFT
PLTR
NVDA
From
MarketWatch
Oil prices edge lower after back-to-back gains as traders await OPEC+ meeting
November 21, 2023
Tags
CLF24
CL00
UK:BRN00
From
MarketWatch
Oil prices rise as traders await next move by OPEC+
November 20, 2023
Tags
CLF24
UK:BRN00
CL/1
From
MarketWatch
What’s going on in the oil market?
November 17, 2023
Tickers
AAPL
AMZN
ARKK
GOOGL
Tags
CL/1
AMZN
AAPL
From
MarketWatch
‘Trades of the unexpected.’ How to hedge against the least likely outcomes in 2024, according to Bank of America
November 17, 2023
Tickers
SPX
Tags
SPX
CL/1
BX:TMUBMUSD10Y
From
MarketWatch
Oil prices recover but still on track to see biggest 2-week drop since March
November 17, 2023
Tags
RBZ23
UK:BRNF24
UK:BRN00
From
MarketWatch
Bad news is good news for stocks right now — but not for long, says this strategist
November 17, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
WMT
NIO
SPX
From
MarketWatch
OPEC will set a $80 floor for oil next year, say Goldman strategists
November 17, 2023
Tags
UK:BRNF24
CL/1
UK:BRN00
From
MarketWatch
Oil prices extend decline after further rise in U.S. crude inventories
November 16, 2023
Tags
CL00
UK:BRN00
UK:BRNF24
From
MarketWatch
Oil prices edge lower ahead of data on U.S. crude supplies
November 15, 2023
Tags
CLZ23
UK:BRN00
UK:BRNF24
From
MarketWatch
This asset, not stocks or bonds, will be your best bet for 2024, says JP Morgan
November 14, 2023
Tickers
VPU
XLP
Tags
XLP
CL/1
VPU
From
MarketWatch
Oil prices aim for 4th straight rise as International Energy Agency raises outlook for demand growth
November 14, 2023
Tags
CL00
UK:BRNF24
CL/1
From
MarketWatch
Oil prices edge higher after third straight losing week
November 13, 2023
Tags
UK:BRNF24
UK:BRN00
CL/1
From
MarketWatch
Stock-market rally faces make-or-break moment. How to play U.S. October inflation data.
November 12, 2023
Tickers
COMP
SPX
Tags
CL/1
SPX
COMP
From
MarketWatch
Oil prices set for third straight weekly fall as traders fret about demand outlook
November 10, 2023
Tags
CL00
CLZ23
UK:BRNF24
From
MarketWatch
Stocks may struggle until Thanksgiving as bond yields bounce. And one sector in particular is a turkey.
November 10, 2023
Tickers
AAPL
AMC
AMZN
DEO
Tags
XLY
SPY
ES00
From
MarketWatch
People are just ‘pretending’ oiI demand is weak, says Saudi energy minister. ‘It’s all a ploy.’
November 09, 2023
Tags
CL00
UK:BRN00
CL/1
From
MarketWatch
Oil bounces after 2-day drop to nearly 4-month lows
November 09, 2023
Tags
CL00
CLZ23
UK:BRNF24
From
MarketWatch
A flying taxi company and other stock bets that will work even in a tough market ahead, says this hedge-fund manager
November 09, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
NQ00
AMZN
CL/1
From
MarketWatch
Oil extends slump after ending at lowest in more than 3 months
November 08, 2023
Tags
CL/1
HOZ23
UK:BRNF24
From
MarketWatch
Just turned 50? Here’s where Howard Marks suggests investing for the next 10 years.
November 08, 2023
Tickers
AAPL
AMC
AMZN
BIIB
Tags
DXY
ES00
BX:TMUBMUSD10Y
From
MarketWatch
Why oil prices just dropped to their lowest since July
November 07, 2023
Tags
CLZ23
UK:BRNF24
CL/1
From
MarketWatch
U.S. oil benchmark slips below $80 a barrel after mixed China data
November 07, 2023
Tags
CL/1
UK:BRNF24
UK:BRN00
From
MarketWatch
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